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UMB Financial

292 hedge funds and large institutions have $4.1B invested in UMB Financial in 2024 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 120 increasing their positions, 80 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more ownership

Funds ownership:

more capital invested

Capital invested by funds: $ → $

8% more funds holding

Funds holding: 271292 (+21)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0% more call options, than puts

Call options by funds: $133K | Put options by funds: $133K

Holders
292
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$133K
Puts
$133K
Net Calls
Net Calls Change

Top Buyers

1 +$178M
2 +$57.4M
3 +$51.2M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$50.2M
5
ACL
Azora Capital LP
Florida
+$33.8M

Top Sellers

1 -$45.2M
2 -$31M
3 -$27.6M
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$24.6M
5
Vanguard Group
Vanguard Group
Pennsylvania
-$17.3M
Name Holding Trade Value Shares
Change
Change in
Stake
176
$536K
177
$524K
178
$521K
179
$519K
180
$499K
181
$499K
182
$488K
183
$478K
184
$469K
185
$465K
186
$463K
187
$442K
188
$426K
189
$417K
190
$411K
191
$400K
192
$393K
193
$382K
194
$380K
195
$379K
196
$373K
197
$373K
198
$368K
199
$363K
200
$360K